Maximizer CRM + Calendly Integrations

How to connect Maximizer CRM + Calendly

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Generate Maximizer CRM leads from new Calendly invitees
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Calendly + Maximizer CRM
Create notes in Maximizer when new invitees cancel scheduled events in Calendly
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Calendly + Maximizer CRM
Add new Calendly events as Maximizer appointments
Details
Try it
Calendly + Maximizer CRM
Create Hotlist tasks in Maximizer for new Calendly events
Details
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Calendly + Maximizer CRM
Create Maximizer CRM appointments when new Calendly invitees are added
Details
Try it
Calendly + Maximizer CRM

Generate Maximizer CRM leads from new Calendly invitees

Details

Try it

Calendly + Maximizer CRM

Create notes in Maximizer when new invitees cancel scheduled events in Calendly

Details

Try it

Calendly + Maximizer CRM

Add new Calendly events as Maximizer appointments

Details

Try it

Calendly + Maximizer CRM

Create Hotlist tasks in Maximizer for new Calendly events

Details

Try it

Calendly + Maximizer CRM

Create Maximizer CRM appointments when new Calendly invitees are added

Details

Try it

Calendly + Maximizer CRM

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Supported triggers and actions

What does this mean?

- Entry typeRequired
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
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New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Trigger
Scheduled
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- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
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New or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Trigger
Scheduled
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- Parent TypeRequired
- Category
- Type
Trigger
Scheduled
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Date Notification for Opportunity
Triggers when Opportunity reaches notification date
Trigger
Scheduled
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Date Notification for Task
Triggers when Task reaches notification date
Trigger
Scheduled
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Create Address Book Entry
Creates new company, individual or contact in your Address Book
Action
Write
Create Case
Creates new Customer Service Case
Action
Write
Create Favourite List
Creates new Favourite list
Action
Write
Create Lead Entry
Creates new Lead Entry
Action
Write
Create Opportunity Entry
Creates new Opportunity entry
Action
Write
Update Address Book Entry
Updates existing Address Book entry
Action
Write
Update Case
Updates existing Customer Service Case
Action
Write
Update Lead Entry
Updates existing Lead Entry
Action
Write
Update Opportunity
Updates existing Opportunity
Action
Write
Find Appointment
Searches for existing Appointment entry
Action
Search
Find Lead
Searches for existing Lead entry
Action
Search
Find Opportunity
Searches for existing Opportunity entry
Action
Search
- Address Book Entry Key
- Email Address
- Phone number
- First Name
- Last Name
- Company Name
- Entry type
- Sort by
- Sort Order
- Search Limit
- Restrict single record
  Apply only when the search criteria returns a single record
- Select User Defined Fields (UDFs) to include
Action
Search
- Address Book Entry Key
- Email Address
- Phone number
- First Name
- Last Name
- Company Name
- Entry type
- Sort by
- Sort Order
- Search Limit
- Restrict single record
  Apply only when the search criteria returns a single record
- Select User Defined Fields (UDFs) to include
Action
Search or write
Invitee Created
Triggers when an invitee schedules an event.
Trigger
Instant
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Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Trigger
Scheduled
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Date Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Trigger
Scheduled
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Date Notification for Case
Triggers when Case entry reaches notification date
Trigger
Scheduled
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Date Notification for Lead
Triggers when lead entry reaches notification date
Trigger
Scheduled
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- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
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New or Updated Task Entry
Triggers when there is a new or updated Task entry
Trigger
Scheduled
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Convert Lead Entry
Converts Lead to new company or individual entry or to existing Address Book entry, and optionally creates opportunity
Action
Write
Create Appointment
Creates new Appointment entry
Action
Write
Create Document
Creates new Document tiered to existing contact. NOTE: Create Document action only supports Maximizer CRM Version 2020R2 or later.
Action
Write
Create Hotlist Task
Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry
Action
Write
Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
Action
Write
Create Personal Task
Creates new Personal Task
Action
Write
Update Appointment
Updates existing Appointment
Action
Write
Update Favourite List
Updates existing Favourite List
Action
Write
Update Note
Updates existing Note
Action
Write
Update Task
Updates existing Task
Action
Write
Find Case
Searches for existing Case entry
Action
Search
Find Note
Searches for existing Note entry
Action
Search
Find Task
Searches for existing Task entry
Action
Search
- User Key
- First Name
- Last Name
- Email Address
  Note: Maximizer CRM Version needs to be 2020R2 or later to search by email address.
- Restrict single record
  Apply only when the search criteria returns a single record. Default as 'Yes'
- Select User Defined Fields (UDFs) to include
Action
Search
Invitee Canceled
Triggers when an invitee cancels a scheduled event.
Trigger
Instant
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How Maximizer CRM + Calendly Integrations Work

Step 1: Authenticate Maximizer CRM and Calendly.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Maximizer CRM + Calendly

Calendly Tutorials

About Maximizer CRM

Maximizer has fully integrated sales, marketing and customer service modules making it easy to gain deep customer insight and drive retention and loyalty within a single, affordable CRM solution.

Related categories

CRM (Customer Relationship Management)

About Calendly

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.

Learn more

Related categories

Scheduling & Booking

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Maximizer CRM + Calendly Integrations

How to connect Maximizer CRM + Calendly

Generate Maximizer CRM leads from new Calendly invitees

Create notes in Maximizer when new invitees cancel scheduled events in Calendly

Add new Calendly events as Maximizer appointments

Create Hotlist tasks in Maximizer for new Calendly events

Create Maximizer CRM appointments when new Calendly invitees are added

Generate Maximizer CRM leads from new Calendly invitees

Create notes in Maximizer when new invitees cancel scheduled events in Calendly

Add new Calendly events as Maximizer appointments

Create Hotlist tasks in Maximizer for new Calendly events

Create Maximizer CRM appointments when new Calendly invitees are added

Connect your apps and automate workflows

New or Updated Address Book Entry

CriteriaRequired

Select User Defined Fields (UDFs) to include

New or Updated Appointment Entry

New or Updated Case Entry

CriteriaRequired

Select User Defined Fields (UDFs) to include

New or Updated Lead Entry

New or Updated Note Entry

Parent TypeRequired

Category

Type

Date Notification for Opportunity

Date Notification for Task

Create Address Book Entry

Create Case

Create Favourite List

Create Lead Entry

Create Opportunity Entry

Update Address Book Entry

Update Case

Update Lead Entry

Update Opportunity

Find Appointment

Find Lead

Find Opportunity

Find Address Book Entry

Address Book Entry Key

Email Address

Phone number

First Name

Last Name

Company Name

Entry type

Sort by

Sort Order

Search Limit

Restrict single record

Select User Defined Fields (UDFs) to include

Find or Create Address Book entry

Address Book Entry Key

Email Address

Phone number

First Name

Last Name

Company Name

Entry type

Sort by

Sort Order

Search Limit

Restrict single record

Select User Defined Fields (UDFs) to include

Invitee Created

Date Notification for Address Book Entry

Date Notification for Appointment Entry

Date Notification for Case

Date Notification for Lead

New or Updated Opportunity Entry

CriteriaRequired

Select User Defined Fields (UDFs) to include

New or Updated Task Entry

Convert Lead Entry

Create Appointment

Create Document

Create Hotlist Task

Create Note

Create Personal Task